Pharma Sector

Rubicon Research zooms 128% so far in 2026; what's driving pharma stock?

Share price of Rubicon Research hit a new high of ₹1,545.60, rallying 6 per cent on the BSE in Thursday's intra-day deals in an otherwise weak market.

Trump's 200% tariffs on imported generic medicines to test India's edge

Imported generics to remain tariff-free for two years; industry doubts US can build a cost-competitive manufacturing ecosystem within the transition period

US proposal to impose tariffs on generic medicines could impact India: GTRI

The proposed steep tariffs announced by the US on generic medicines could significantly affect India's largest pharmaceutical export market, economic think tank GTRI said on Wednesday. However, it said that the impact is unlikely to be uniform. "Many Indian generic medicines sell for seven to ten times less than branded alternatives. Even after a 100 per cent tariff, many products could remain cheaper than branded medicines, meaning much of the additional cost would likely be passed on to US healthcare providers, insurers and patients rather than immediately eliminating Indian exports," it said. It added that the greatest pressure is expected to fall on higher-value generic formulations and branded generics, where manufacturing in the United States could become commercially viable. "The proposed tariffs could significantly affect India's largest pharmaceutical export market," Global Trade Research Initiative (GTRI) founder Ajay Srivastava said, adding that India should also reduce

Q1FY27 pharma preview: Domestic growth cushions US-led pressure on earnings

Hospitals and diagnostics are expected to outperform in Q1FY27, driven by capacity additions, improving utilisation and higher patient volumes despite pressure on margins

Lupin spins out 2 cancer drug programmes into US-based Kaveri Therapeutics

New company to raise capital for global clinical trials; Lupin to retain significant equity stake and provide seed funding

Divi's Labs MD's payout tops ₹100 cr on commissions, leads industry peers

Divi's Laboratories MD Murali K Divi topped India's pharma executive pay chart in FY26 with ₹100.26 crore, driven almost entirely by profit-linked commission

Biocon surges 6%, nears 52-week high after block deals; Mylan likely seller

According to reports, Mylan, which is part of Viatris, planned to sell up to 5.64 per cent stake in Biocon, worth up to ₹3,481 crore in block deals today.

Emcure Pharma makes Gennova wholly owned, names Samit Mehta CEO

Restructuring positions biotech arm to focus on biologics and biosimilar

Dr Reddy's to miss annual semaglutide supply target over API quality issue

Drugmaker says it will supply 6-7 million pens in the last two quarters of FY27 and restart production by November after resolving the API-related quality issue

Mukul Agrawal portfolio: Neuland zooms 75% from March low; hits record high

Share price of Neuland Laboratories rallied 6 per cent to hit a record high of ₹20,072 on the BSE in Thursday's intra-day, after a gap of eight months.

Dr Reddy's plunges 6% on semaglutide batch quality, supply delay concerns

Dr Reddy's informed stock exchanges that certain batches of semaglutide were found to be out of specification due to an issue associated with the active pharmaceutical ingredient used in the product.

Looking beyond generics: Wockhardt is showing the way in antibiotics

Wockhardt's FDA-approved Zaynich marks a breakthrough in India's pharmaceutical innovation, offering a new weapon against antimicrobial resistance

Glenmark Pharma jumps over 2% on launch of Olanzapine single-dose vial

Glenmark Pharma stock advanced over 2% in Monday's intra-day trade, after the company's US arm announced the launch of Olanzapine single-dose vial.

As India expands QR tracking, pharma industry looks to AI for quality

While expanded traceability aims to curb counterfeit medicines, industry says predictive manufacturing could help reduce NSQ drugs

Banks, defence, pharma among analysts' top 6 sectoral bets for H2 CY2026

Sectors to watch: As markets enter H2CY2026, analysts expect banks, defence, pharma, power, hotels and auto ancillaries to remain in focus.

Motilal Oswal sector of the week: Healthcare; Max, Global Health top picks

Indian healthcare sector remains well positioned for sustained long-term growth, supported by structural demand, expanding hospital infra, higher healthcare spends, and favourable demographic trends.

CCI clears pharma firms, trade bodies in 14-year-old antitrust case

The antitrust watchdog rejected its Director General's findings, ruling there was no evidence of anti-competitive agreements involving stockist appointments or new drug launches

Alembic Pharmaceuticals gets USFDA nod for generic acne treatment gel

Alembic Pharmaceuticals on Monday said it has received final approval from the US health regulator for the generic version of Dapsone gel indicated for the topical treatment of acne vulgaris. The approval by the US Food & Drug Administration (USFDA) is for the abbreviated new drug application (ANDA) of Dapsone gel, 5 per cent, Alembic Pharmaceuticals said in a statement. The approved ANDA is therapeutically equivalent to the reference listed drug product Aczone Gel, 5 per cent of Almirall, LLC, it added. Dapsone gel is indicated for the topical treatment of acne vulgaris, the company said.

Aurobindo Pharma nears all-time high, up 30% in 4 months; more upside left?

Aurobindo Pharma stock hit a 52-week high at ₹1,585, and quoted close to its record high of ₹1,592 hit in September 2024. HDFC Securities maintains 'Add' rating on the stock.

Zydus, Sunshine Healthcare form JV for pharma manufacturing in Sri Lanka

Zydus Lifesciences and Sri Lanka's Sunshine Healthcare on Friday announced the setting up of a joint venture with an investment commitment of over USD 20 million to establish a pharmaceutical manufacturing facility in the island nation. The company has entered into a share subscription and shareholders' agreement (SSSHA) with Sunshine Healthcare Lanka Ltd (Sunshine) and Zydus Sunshine Lifesciences (Pvt) Ltd (Zydus Sunshine), Zydus Lifesciences said in a regulatory filing. Under the SSSHA, Zydus Lifesciences will subscribe 50 per cent of the total paid-up equity share capital of Zydus Sunshine for up to USD 5 million in one or more tranches, it added. Zydus Sunshine will set up a manufacturing facility in Horana Export Processing Zone in Sri Lanka to manufacture pharmaceutical products, which will strengthen local production and reduce import dependence, the filing said. This will improve access to high-quality medicines while supporting national supply chain resilience, it ...